Elaine Kay Erdem
Investment adviser representative at Crossmark Global Investments, Inc.
23 yearsExperience
1 stateRegistered in
$9BFirm assets
44 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Crossmark Global Investments, Inc.Jul 2025 to now
- American National Insurance GroupOct 2022 to Apr 2025
- Valic Financial Advisors, Inc.Oct 2019 to Oct 2022
- UnemployedMay 2019 to Oct 2019
- Invesco Advisers, Inc.Jan 2010 to May 2019
- A I M Distributors, Inc.Oct 2003 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Crossmark Global Investments, Inc.
$9BAssets managed
7,902Clients
19Advisers
44 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4734470
- Firm CRD
- 113360